Accounting for KM: I ♥ Patrick Lambe

If you can't tell from my blog, I'm pretty irreverent.

While there are a few things I like to keep traditional (NY-style cheesecake sans toppings, Sunday Brunch, Gin Martini's, Presbyterian Church services with classical hymns - none of those contemporary services for me, bub!), I'm otherwise a white-after-Labor-Day wearing, sex-politics-religion talking kinda guy. Back when I was a student at Georgia State, absorbing anything and everything KM that I could get my hands on, it's my irreverence that I credit with helping me to separate the wheat from the chaff of KM lit as well as seek inspiration from other sources/fields - Psychology, Economics, Marketing, Education...Pokémon.

Yes, Pokémon.

I wrote a paper entitled "Pokémon As a Metaphor for Knowledge Management: Gotta Catch 'Em All!"...hardly worthy of KM World or InsideKnowledge, but I got an 'A'! (If you think that's interesting, I got my one and only tattoo just for an Organizational Devevlopment class project in which we had to present analyses and comparisons of three businesess in the same field. We chose tattoo parlors. And, again, got an 'A'. When I get my PhD I'm going to get something pierced, lol.)

Yes, I rock. I know. Totally OOC (out of control).

Anyway, having read a lot of crap on the subject of KM, I'm not one to fawn over the rockstars of KM (even though I have the list). Usually, I'm so critical of the literature that it's rare for me to put anyone on a pedestal, but I'm putting Patrick Lambe on one today.

I don't know Patrick, personally, and I was only recently introduced to his work and thoughts last week when I was researching KM certification and came across his 2006 article, "KM Competencies: Is Certification the Way to Go?".

On Tuesday, I was Googling 'sunk cost' wiki-style (you know, when you start on one page reading something and then 2 hours later you've clicked your way onto some completely tangential topic?) when I found myself at Green Chameleon reading Patrick's 2002 article,"Accounting for Knowledge Management"

Hands down, it's the most brilliant piece on KM that I've read in 2008 and, maybe, for the last couple of years. And, it's useful. Not in some academic, theoretical, abstract sense, but practically useful. It's not a 'how to' manual though (so don't go gettin' all excited), but for those of you grappling with the development of metrics and tools/processes to measure the value of your KM efforts, Patrick has written an intelligent, insightful (and interesting to read) article that provides both history and perspective on accounting for knowledge-intensive businesses and activity.

It made me think of my first knowledge audit and how it took me just a hair over six months, several (almost) pointless AEA (American Evaluation Association) conference modules and sheer gumption to design and then implement what I hoped wouldn't be a capital-F failure. The end result, my 'State of Knowledge' report to the company, has become a regular deliverable in every KM engagement with which I'm involved. Just as Patrick touches on in this article, it may not provide the hard numbers and precise statistical figures associated with modern accounting methods, but it does provide an account - annually - that represents to management, the leadership, investors and the organization, in general, the value derived from investments made in human capital and KM efforts.

So, after reading this KM chef d'oeuvre I cyber-stalked Patrick via Google, nosed around Green Chameleon for a bit, and read several more amazing articles:

• Why KM is Hard To Do: Infrastructure, KM and Implementing Change, June 2006
  
• Knowledge and Tragedy: or why we shouldn’t share knowledge, July 2003
  
• The Knowledge Wizards: Hope in a Time of Darkness/Playing the Knowledge Game, December 2002
  
• Fashion, Magic and Knowledge Management, January 2000
  
• The Autism of Knowledge Management, July 2002
  
• A-Z of Knowledge Management, September 1999

There are many more, so you'll have to check out the website to view them, but I love these articles mostly because even the ones written 7 or 8 years ago still ring (prophetically) true today.

Thanks Patrick! It would have been nice to have had your insights when I was in school, but I'll happily share them now that I'm in the field.

Article Response: KM Is Both The Process and The End Result

I hadn't planned on posting a blog today, especially since I had one of those weird, job-in-jeopardy-dreams last night (because I didn't bring 15 sub sandwiches to an office event...even though, in my dream, I didn't know I was supposed to bring anything). Some people dream of being naked, I dream of not bringing subs to an office party...tomato, tomata. Anyway, I figured I'd just focus on work today, but as I was doing my daily news/blog reviews, I came across the article, Tapping Into Knowledge Management at CIO Insight by John Parkinson.

Mr. Parkinson's main point is that KM "isn't something you do. Rather, it's the result you get when you do a lot of other things right."

As both the title of this post, and my response below indicates, I'm not in total agreeement with this statement. Please access the link above to read the article (it's brief) and read my comments below.

Cheers!!

"What fascinates me most about a lot of the KM literature that I read - it sets KM way up in Mount Olympus and then gives the most dodgy, convoluted, wordy directions to getting there. Still, as a KM practitioner, I'm not completely on board with the idea that knowledge management isn't something you do", preferring to believe that it is both the process and the end result.

"As a student of Obvious Adams, I am in total agreement with your skepticism of a big, expensive, capital-letter KM engagement. Particularly, since it sounds to me like you really just need to introduce a forward-looking process that provides a forum for capturing the knowledge/information you're after and then either hiring or tasking a dedicated resource - someone familiar with your industry, work environment, products, and projects - to analyze and report on the information being shared.

"I say forward-looking, because it's important not to get caught up in trying to capture past behaviors/practices - if that knowledge is still relevant, it will come, if it isn't, then it's useless anyway.

"And, yes, there's always a learning curve and there are always folks who are either late to the party (late adopters) or who never arrive (non-users), but you can increase adoption through a combination of marketing (an internal 'viral campaign' and word-of-mouth via early adopters/advocates) and by making use of tools/resources that are already being used. In most production environments, people are already sharing information using some form of e-tool, be it email, IM, wikis, etc. or some combination and, it's likely, either the information that you're looking for, or the path to those with that knowledge, is there.


"As, to the busy-ness of people with the valued knowledge, unless your KM is Charles Xavier you're never going to get it all anyway!

"However, by having specific needs and focused questions (using the aforementioned process) and leaving the analysis of that information to someone well-suited to the task, you make the process minimally invasive, minimally irksome, and, most importantly, relevant.

"My personal experience is that it's not sharing that people have a problem with, it's having to info-dump, indiscriminately, AND, do it in tidy little chunks, easily digestible by the masses; make the process convenient and intelligent to the full range of your consumers and you just might get somewhere. After all, everyone has a use for useful knowledge.

"Good luck!!"

What's your take?

Knowledge Management: The Organizational War Chest

OR, "How To Survive Being 'Voted Off The Island' During A Recession"

What's this?!?! Two posts in a month!?!?!? Shocking, I know :-D

So, after a weekend of exceeding my insanely frugal budget, I finally got around to completing last Friday's checkbook reconciliation on Monday. Imagine my surprise when I discovered I'd received an additional tax refund. Of course, it took me a while to realize it wasn't a mistake and that I'd actually been given a Stimulus Refund (whew, 'cause it would have sucked to have used that money towards my airline ticket to London for Fiona's wedding and then have to give it back). I guess this is the downside of not watching the evening news and mostly reading the entertainment section of the newspaper. But, hey, with my crazy work and tennis schedules, if I've got to choose between Gossip Girl and CNN clearly, I'm "movin' on up to the upper East side".

Anyway, as I wiki'd the Stimulus Refund while on hold with Sprint to order a new Palm Centro to replace the one I've only had for five months, yet still managed to brutalize (because, apparently, I'm hell on cell phones) I started thinking about the general crappiness of the economy which is resulting in an increasingly crappier job market and wondered about the role of KM during this downturn.

Considering how much Economics confuses me (especially those friggin' graphs), it's hard for even me to believe that I have a BS in Urban Policy Studies and that I was just two or three courses shy of getting a minor in Economics, but I do seem to remember that one of the major effects of a recession is unemployment. Not that I'm saying we're in one, just that the signs we're headed in that direction have been hanging in the sky for a while now. Of course, if you're getting an economic outlook from me, then you clearly have deeper issues.

It's ironic that in the information age, people are both an organization's greatest asset and greatest liability. At any rate, the massive loss of talent, experience, knowledge, and information that companies suffer during a recession is just one of the many reasons organizations look to KM as a strategic solution.

Unfortunately.

I say 'unfortunately' because downsizing and layoffs have the effect of transforming KM from a suppportive, cultural change strategy to a gestapo tactic operating in a culture of fear.

Even under optimal conditions, it's difficult to shift employee practice from knowledge hoarding to knowledge sharing but, during an economic downturn, when few are certain of their place in an organization (or the ability to find a new position should the need arise), it's down right impossible. At least not in a positive, reaffirming way. I mean, you might see an increase in accessing/downloading information from your knowledge base as employees "stock-up" in anticipation of a pink slip, but the uploads might be a little skimpy. After all, a good majority of folks derive a significant amount of their identity and self-esteem from their careers and when they feel threatened about the security of their job it's kinda hard to get them to participate in any process that diminishes their perceived value.

And, this isn't just about non-KM folks either. Having experienced the joy of being laid-off during rough economic times (and knowing other KM professionals in the same boat) you can bet your sweet patootie that unless KM is a money-making venture and/or you have friends in high places (i.e., social capital), your department and KM efforts may - in homage to Survivor - have it's torch extinguished.

This is one of the reasons that I don't like the "one big family" metaphor that too many orgs like to bandy about. Because, inevitably, when the hard times come, the ties that bind are hardly familial.

So, the point of all of this rambling is that a well-conceived, well-implemented strategic KM solution is a war chest that organizations can lean on, particularly in times of economic uncertainty. KM professionals need to be prepared to help their organizations navigate such waters while also demonstrating/confirming the value of KM AND building social capital, 'cause you can never have enough clout, baby!

How, you ask?

1. Be aggressive and proactive in addressing the challenges facing the organization and in offering strategic solutions
   To paraphrase President Kennedy, "Ask not what KM might could do for your organization, get off your butt and show them" (yes, the bad grammar is intentional). It's possible that your organizational leadership will seek out your input on an impending economic downturn, but there's no guarantee. A strong sense of self-preservation is necessary, so don't play wait-and-see. Take initiative! And, if for some reason, they are hard-headed and don't want to listen, that should be your first and last clue to get out of Dodge anyway!
   
2. Be a part of the process of assessing the organization's vulnerability to a recession and contingency planning
   If it turns out that such an assessment has already taken place, identify ways in which KM can be utilized and sketch out action plans for presentation to the leadership.
   
3. Establish or strengthen critical partnerships
   Particularly with Sales, Product Development and Finance...especially Finance...and, also with HR. By understanding and successfully helping these departments to meet their KM needs during a time of crisis, you're not only making them KM co-champions, you're generating social capital among those who hold the ear of the-powers-that-be and, hopefully, elevating yourself into that role as well.
   
4. Look for ways to leverage organizational knowledge
   I had a manager once who chided me for suggesting that we should build and sell our custom KMS to our clients as a new product offering. I understood his reasons for being against the idea, namely that the primary function of KM in that company was as a support service, not a revenue generator, but I disagreed. I still disagree.
   
   For me, what differentiates a Knowledge Manager from a corporate librarian (information 'gatekeeper') is the ability to take all of the knowledge and information resources that are being captured and shared, analyze it and develop strategies for leveraging it to improve an organization's market share and position. This is the holy grail of KM. Color me crazy, but in a bottom-line business what better way to demonstrate value than to have a direct impact on the bottom-line? Even though I know for many it isn't, in my opinion, this practice should be a regular part of a KMer's job. If it hasn't been, a recession would be a good time to demonstrate KM's ultimate value. (If you're doing your job correctly) You've got access to vast organizational information resources - use it!!
   
   As Carl George, Chairman of AICPA's National CPA Financial Literacy Commission posits, "Somebody's always making money, even in a recession, so if you can find out where those pockets are and if you have services you can provide to them, maybe you want to expand those services."
   
5. Stay the KM course
   This is more for the leadership than the KM professionals. If you want people to continue their participation in KM intiatives, even with a cloud of doom floating above their heads, then continue to support and promote your KM initiative. Clearly, putting your KM strategy and/or professionals on the chopping block suggests that either you weren't really serious about KM in the first place or that the KM strategy you were working with sucked...I mean, it wasn't working for you.

Lastly, I came across this little gem of wisdom from Mark Riffey's "Business is Personal" blog:

"If an economic recession does occur, choose NOT to participate. Everyone else will be cutting back, weakening their companies. They will let go of people who might be hungry enough to be your next superstar. The weakest of them may fail, or come close to it.

Almost anyone can run a company successfully during good times. During less prosperous times, the real management shows itself by preparing for the next boom and strengthening themselves."

Outwit. Outlast. Outplay. Survive.

KM Standards & Certification As A Professional Compass

OR, "Benny Medina, Will You Represent Me?"

Wow, it's been a dog's age since I've posted anything on here! I have to say, I'm always impressed by people who are able to blog regularly. Not just the act itself, but the variety of topics as well.

Anywho, I've been doing a lot of research lately on KM certification and (KM-specific) continuing ed programs as well as the establishment of an oversight board to develop generally accepted KM standards/practices (similar to the FAF/FASB/GASB) and I'd be interested in hearing folks' opinions on the subject.

Many of the blogs and articles I've read on certification in the last two weeks have been a few years old with the authors largely coming out against certifcation. In his article, "KM Competencies: Is Certification the Way to Go?" (2006) Patrick Lambe eschews certification in favor of professional societies as a means of KM practitioners acquiring the requisite KSAs (knowledge, skills, abilities), and desired support(mentoring/coaching). In a 2006 blog posting, Dave Snowden provides a nice overview of previous efforts to "standardize" the field of KM and ends by asking the following questions:

• Have standards just become a commercial venture?
  
• If so (he believes the answer to be yes) then how can they be objective?
  
• Can you create standards for a developing field before it stabilises?
  
• How can you take a standards model devised for goods (fire safety equipment) and apply it to services (knowledge management?
  
• And, finally, what is truth?

There's more stuff out there to Google on the subject, but I'm exploring this topic from the average practitioner's viewpoint and I honestly haven't come across any responses that discuss the matter from our perspective.

First off, let me say that I do not possess any certifications other than my university degrees and I'm not convinced that (CKM) certification, as it exists now, is either necessary or critical. It certainly ain't cheap!

However, we live in an age when businesses look to (best) practices that are quantifiable, predictable and replicable with verifiable outcomes and they love, love, love employing folks with various certifications - though not always paying for it - because, in their minds, it means you know something, even if you don't. Although, as I previously posted, KM utilizes a valid process (one that responds to an individual organization's needs) rather than a reliable process, that doesn't mean you can't (or shouldn't) have some form of structure or standards.

In his article, Patrick provides this brief list of reasons that folks would want certification:

• Novices would like a quick and reliable grounding in general awareness and core concepts
  
• Practitioners would like to have their own practice validated against professional standards and commonly agreed approaches
  
• Practitioners see career opportunities from acquiring professional recognition embodied in a certification process
  
• Consultants would like a qualification that gives them a competitive selling edge

I would definitely have to agree with these reasons and I don't see why this has to be a bad thing or makes those of us in this group misguided in seeking out certification and standards.

What I love about KM is the opportunity it presents (and sort of demands, in a way) for out of the box thinking, developing strategic solutions in much the same way that a marketing executive would develop a new campaign or a designer, a new or enhanced product.

What I hate is that I don't have a foundation upon which the strength of my peers and leaders in my field can back me up when I'm doing KM work and the skeptics I work with/for (who may or may not be signing my paycheck) are out to prove I'm a grifter selling snake oil.

After all, marketing campaign - either they like it or they don't; ultimately, the proof is in the pudding and your effectiveness will be determined by how well the target audience responds to your message - which doesn't require years of cultural change, a sample pool will do just fine. And designers - either the product does what you say it will or it doesn't, a simple trial run is all you need.

But KM? The long-term benefits of KM take time. We know this. And, depending upon the situation your organization is in, the quick wins may not come so quickly.

Now, do I believe that having certification and standards is a magic pill that will turn you into the Wizard of Oz, pre-curtain check? Hardly. The success of any educational program, no matter how illustrious the institution or instructor, still depends heavily on how well the student learns and applies the information (which, itself, is influenced by a combination of context and opportunity - what kind of work they're doing and what opportunities they have to utilize what they've learned). And of course, we all know that there are people with Ivy League degrees who are clearly not as bright as their pedigrees should indicate. But, that doesn't mean there isn't any value in certification or standards or that programs aimed at providing certification and continuing education can't be developed using an approach that reflects the actual needs of KM professionals.

As to the utility of professional societies, I'm in the process now of trying to set up a local Chapter of KMPro because I recognize the importance and value of networking with other professionals, but, even then, most of these societies are the same ones selling certification - expensively, I should add - with prices ranging from $575 to $3200. Some organizations I've looked at have membership fees in excess of $1,000 dollars. And don't get me started on the costs associated with participating in the various KM conferences, particularly if you don't live in an area where they are held and you don't have the benefit of a company budget to finance your attendance. Huge barriers to entry, I tell you. And sure, you can interact online with professionals from around the world, but how exactly do I express that interaction in my credentials or on my resume? Yes, you could also write articles and blogs, assuming one has the time, what with being busy trying to do (and keep) the job that pays your bills, puts a roof over your head, and funds all of the other things you do in your daily life.

I could go on and on here, but my point is that every option has its good points and its flaws. Rather than engage in an endless debate about what is best in one's own opinion, why not build and implement solutions, organically, that address the most common needs of KM professionals as we understand them; going outside the box, as necessary, and using the resources available. I mean, isn't that what knowledge managers do?

This is definitely not the end of this discussion for me, but I can't close this post out without attempting to answer Dave's questions:

• Have standards just become a commercial venture?
  For some organizations/groups, absolutely! And, in fairness to those orgs/groups, since we do live in a capitalistic society, if those best equipped (with passion, intellect, ingenuity, commitment, vision, and a sense of social responsibility) to drive a sincere campaign for standards don't or won't step up to the plate, then why shouldn't someone motivated by the almighty dollar make a buck? Over the years, I've learned that people in this field, both the novices and the experienced professionals, are looking for some structure and stability they can lean on and use to drive both their KM efforts to success as well as improve their career opportunities. Having standards is meant to provide that structure and stability. Should these standards come at a cost? No, they shouldn't, but the lack of standards definitely costs us (the field) in terms of professional credibility.
  
• If so, then how can they be objective?
  Clearly, I don't think that standards should be a commercial venture, but assuming that it currently is, I would stress two adages: "You get what you pay for" and "We set the standards for our own performance". If you've paid top dollar for a CKM certificate and you suck as a KM professional, it doesn't really say too much about your abilities or the organization who certified you, does it? Ultimately, in any situation, it's the responsibility of every organization's membership to police the organization to which they belong in order to maintain its integrity and objectivity, because if they don't then they suffer the consequence of their inaction and apathy. (Hello, Bush administration anyone?!?!)
  
• Can you create standards for a developing field before it stabilises?
  I think that this field has been around long enough and received enough press and consideration now that, until we have some standards in place, it won't ever properly stabilize and grow roots. Particularly, since so many organizations these days are taking it upon themselves to define the field in terms of their specific needs and then promoting their strategy as KM whether it is or isn't. The result: a multitude of definitions of KM that makes the field seem panoptic and unfocused. Which is not to say that whatever standards and guiding principles are adopted should narrow or restrict the concept or application of KM, rather, they should guide the growth of the field...like dental braces.
  
• How can you take a standards model devised for goods (fire safety equipment) and apply it to services (knowledge management)?
  You can't and you shouldn't (at least not at this stage of the game). Whatever moronocito decided to attempt this approach was clearly a friend of Tina. Seriously though, a good set of standards and guiding principles should begin much the same way as the 10 Commandments or Seven Virtues - you don't have to be a Christian or religious at all to appreciate their simmplicity and wisdom. Likewise, KM standards should provide us with a professional compass, not step-by-step, etched in stone instructions. And, a governing body, to oversee those standards, to shape and authorize certification and continuing education within KM is as much a marketing tool as it is a professional and educational resource; it's like having Benny Medina as your talent agent...okay, nothing could be better than having Benny Medina as your talent agent. I mean, if he could take J Lo from video 'ho' to superstar and bring Mariah Carey's career back from the brink of a mental meltdown and expulsion from Sony...the man's a genius.

Okay, that outburst was pretty much my cue to be done.

So, what standards or guiding principles, if any, do you think should be universally adopted for the KM field?

Oops, I forgot the last question:

• And finally, what is truth?
  Duh, Benny Medina. Ask a stupid question...

Critical Issues of KM in 2007-08

I've been working on a paper exploring five critical issues of KM from a practitioners perspective and since I haven't had time to blog I figured I might as well pop these out here and see what kinda feedback/responses I get. The paper (and research) is in process so these are just the issues I've decided to focus on - thus far - with comments from my notes (so please don't anyone try to break me down).

My overall goal with this paper is to examine ways in which to shift the field away from being too heavily driven and influenced by the demands of a market that neither fully grasps the concept of knowledge management, nor is completely cognizant of its own KM needs in order to further establish and legitimize KM.

1. A governing body to market and endorse a universal definition of KM and guiding principles for the field.
Because all organizations and their knowledge management challenges are not the same, “rules” for developing and implementing KM strategies are superfluous. However, “guiding principles” establish a set of standards for the field; illustrate the values of KM to which practitioners should aspire; and, provide organizations with an introduction to the scope and scale of KM.

2. Eschew KM as “business as usual” in favor of “business by design”
Efforts to sell KM as a quantifiable, measurable and replicable practice, producing proven, predictable results are misspent and wasted often resulting in a failure to launch any (worthwhile) strategy at all. Rather, the focus should first be placed on “producing a spectacular solution” that addresses the organizations need and then determining ways of measuring impact and fiscal value.

3. Minimize the continued emphasis on IT
Though IT may offer to provide the quantifiable, measurable and replicable solutions that speak to business “traditionalists”, in the knowledge economy innovation, not technology, is the means by which market advantage and increased profits are achieved. While KM strategies can be made more efficient and effective with an investment in the right technological tools, they are made successful with an investment in the right people development tools.

4. Expand the concept of knowledge workers
Organizations that aspire to become true thought leaders need to redefine internal business roles and relationships to see all employees as knowledge workers and organizational talent, removing the talent “class” ceiling. All employees have knowledge that is valuable to the organization. Certainly, higher value is associated to employees who require less development and management, but the question to be asked by organizations needs to be, ‘How how are we developing all of our talent resources?’ Particularly, since employees with a greater awareness of their higher value and its marketability are typically the first to leave in search of greener pastures. Conversely, talent requiring more development and management are more likely to aspire to greater things when the ceiling is removed.

5. Branding KM
There are many reasons KM initiatives fail to have the desired impact or simply fail altogether – even those bolstered by considerable executive, financial, and technological support. One of the most common reasons is that most, if not all, KM strategies are developed purely from the perspective of the organization’s self-interest and rarely, if ever, take into consideration the employee’s perspective, despite the fact that the initiative’s success hinges upon their collective buy-in and participation. Such strategies fail because they attempt only to answer the question, “what’s in it for me” and not, “what’s in it for them”.

Branding knowledge management is an attempt to redress this disparity through the strategic application of marketing techniques and learning tools that enable organizations to promote the relevance of KM to an individual’s role while firmly establishing the value and criticality of KM to the organization.

Building A Better Knowledge Manager: Love Is A Battlefield

"We are young, heartache to heartache we stand, no promises, no demands
Love is a battlefield
We are strong, no one can tell us were wrong, searchin' our hearts for so long, both of us knowing
Love is a battlefield"

I've spent the months since my last post trying to solve the riddle of how to regain my passion for KM and deciding whether or not I even want to continue in the field and all I can say is that it sucks to give up something you enjoy especially when you're good at it (and invested four-and-a-half years of college and five years of sweat). Sometimes the only thing you can do about a situation is to learn from it so then, I guess the only real option I'm left with is to pick my bruised ego and wounded pride up off the floor and resume my KM journey.

Since it turns out that Forrest was right and life is eerily like a box of chocolates, I'm not quite sure if I'll make it to the KM Valhalla I envisioned when I was a college sophomore starting down this path, but WTF, too much certainty is bad for the soul, right?

At any rate, as I'm now committed to developing myself into a better Knowledge Manager, I've determined that the first step is ditching the spirit of fear and frustration I've acquired and reclaiming the spirit of adventure that attracted me to KM in the first place. An excellent source of inspiration in this endeavor is an amazing article on making design work written by the Univerity of Toronto's B- School Dean, Roger Martin, for my business bible, Fast Company. In my opinion, this article should be de rigueur reading for every KM professional.

In providing his keys to making design work, Martin provides a description of design that illuminates the field of knowledge management.

"Corporate types, by and large, seek to fuel growth by building from bulletproof, reproducible systems; designers generally attempt to do so by imagining something new, different, better. That difference can be seen as a trust in reliability on the one hand and in validity on the other.

"A reliable process--which tends to attract folks in finance, engineering, and operations--produces a predictable result time and again. This is business as algorithm: quantifiable, measurable, and provable. It hews to that old management adage, "What doesn't get measured doesn't get done.

"A valid process, on the other hand, flows from designers' deep understanding of both user and context, and leads them to ideas they believe in but can't prove. They work in a world of variables: the unpredictable, the visual, the experimental. Great designers worry less about replicating a successful process than about producing a spectacular solution…Valid thinking demands an inspired leap of faith. Before John Mackey launched one of the country's first supermarket-style natural-food stores, for example, nobody could prove that Whole Foods Market would succeed at all, let alone become the most profitable food retailer (in terms of profit per square foot) in the United States. But Mackey did it anyway.

"As the computer scientist Alan Kay put it so memorably, 'The best way to predict the future is to invent it.'"

KM is a field in which a lot of new ground is being explored in understanding, identifying, managing, capturing, and leveraging information, knowledge, and the organizational relationships that generate and share information and knowledge. Like design, the best strategic KM solutions utilize a valid process – one that is developed in response to an individual organization's needs. And, like design, this approach comes under steady fire from traditional business leaders who seek a reliable process that is predictable, quantifiable and replicable.

In the article, Martin goes on to discuss how utilizing both approaches leads to business gold, and obviously, that's the goal, but for most organizations that synthesis must wait until a sustainable KM effort is in place.

The key for KM strategists? Education, education, education. It doesn't help many of us that there is so much information and misinformation about knowledge management floating around cyberspace, readily available to folks in need of a solution. Even when you attempt to set realistic expectations about developing and implementing KM solutions, it's hard to get past misleading service providers who claim their OTS (off-the-shelf) application is a one-stop solution in a box for all/most KM needs or that hard-headed executive who reads one article on the potential benefits of KM, but who fails to consider the depth and detail of the work involved in bringing those benefits to fruition. And for the KM's themselves (speaking from recent experience), the pressure to conform to a way of doing business that, while being familiar to the "traditional" exec, limits the success and challenges the integrity of a successful KM strategy, is stifling.

Love is a battlefield and so is KM. Let's do what we can take to stay the course.

Keeping The Faith: Bouncing Back From Losing Your Passion For KM

It’s been months since my last blog and even trying to write this involved taking days off from work and tossing and turning in bed several nights.

After years of trying to blaze a KM trail I’ve lost my passion. Truth be told, my passion was less “lost” and more pounded out of me. Surfing the rough and tumble corporate waters, I suppose it was only a matter of time before one too many waves took its toll on me and now I’m struggling to find my “mojo” and get back out into the water; that is, if I want to get back out there at all.

The experience has me wondering how you keep going in this field when you’ve lost your passion. Over the years, I’ve read several articles about the value of maintaining your sanity as a KM professional and keeping your head up in a business world that doesn’t always understand or appreciate you. Now, going through my own professional crisis, I can’t help but wonder how many of those authors remained in the field after their literary purge.

For me, the biggest challenge has been staying inspired. I mean, I still love KM; it’s certainly not that I don’t care about KM anymore, but I don’t feel the same level of inspiration that motivated me to study the field and transformed me into a proselyte. In the absence of this inspiration, I am confronted with exactly how important passionate adherents are to the future of this field; more so than is currently discussed in the existing literature.

Yes, you need awareness of KM, understanding of organizational dynamics, executive support, access to tools and resources, blah, blah, blah, but none of that means much if you don’t have someone passionately championing KM initiatives in an organization. And more than a budget or carte blanche, that person needs to be supported and encouraged in the work that they do. What's more, KM professionals also need to be able to maintain their own level of passion and inspiration.

Anyway, in the hopes that this literary purge doesn’t herald the end of my own KM ambitions, I reflected on some possible tips for getting back into the swing of things and re-discover that old KM magic.


#1: Remember that KM is change. KM involves uncomfortable changes in the way people communicate and relate to others in an environment where their financial security (and a huge part of their identity and self-esteem) is at stake – and you’re the point person! Regardless of how necessary or beneficial the changes you propose, they will most likely be met with resistance and, perhaps, counter measures. Understanding this won’t make you feel any better when you’re under attack, but hopefully it will give you some insight when launching your own counter attack.

#2: Maintain strong, reliable social and professional networks. Having folks around you that not only understand you as a person, but what KM is and what you do professionally is truly a beautiful thing. People who know you as a person will help to keep you grounded and (hopefully) prevent you from going postal in the workplace, while people who understand what is that you do (or strive to) and who can relate to the challenges, victories, and defeats you encounter as a KM professional help to take the edge off and are able to help you come up with potential solutions to professional dilemmas.

#3: Maintain your spirit of adventure. True KM folks are not only strategists and creative problem solvers, we are entrepreneurs and risk takers. We’re the folks who don’t stop at whining about a problem, we set out to resolve the problem. We’re not afraid of a challenge or even the little failures along the road to success. Still, we’re not undefeatable or indefatigable – consistent blows to our spirit can diminish our confidence as it would anyone elses. The key is to find some way (a totem, a mantra, prayer…ecstasy – just kidding…a little) to stick to the road less traveled for the duration of our KM adventure, even when the urge is strong to temporarily stray from the path to clock a naysayer.

#4: Do you. As a college Junior, what drew me to a career in KM was the opportunity to pursue my combined interests in strategy, organizational development, marketing, psychology, and party planning – hey, I’m a social butterfly. The icing on the cake was working in a developing field with the potential to be someone who shapes a new way of doing business. Years later, I find myself having had to narrow or completely sacrifice my scope and vision of KM to satisfy organizational leaders who are either afraid of change, lacking in vision, or who, ironically, also suffer from having had their passion for what they do blotted out. In business, it’s not uncommon to rationalize that certain “sacrifices” must be made in order to make the deal, satisfy the client, walk away with the “win”, etc, etc. My only thought here is a biblical one: “What does it profit a man to gain the world yet lose his soul?” So, I say, “do you.” Follow your bliss. Don’t be stupid, blind, or naïve about it, but don’t be so quick to change your path to accommodate those who lack the vision, courage, or conviction to chart new waters. Hell, that’s supposed to be the American Way.

Well, this blog was definitely cathartic. I’m curious as to what will come next. If I can find a way to get back on the path, re-discover my “mojo”, re-ignite the flames of my passion and forge ahead on “Route KM”.

Let’s hope so.